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What is the WebView version of the Database version of Gift Summary? The Giving Statements in WebView are not quite the same and I am still going to back to Database to pull Gift Summary. I use a query too - but I like the accuracy of Gift Summary.
Friends, I'm completely new to the BBMS world, so I don't know if this question has already been dealt with. When I download disbursement reports, I have to get an Excel report out of RE that contains the Appeal ID for each donation. Then I have to build a lookup function so that I can record the revenue by category in my…
Hi all, We have a call center that processes credit card donations from donors. We are a BBCRM/BBIS hosted client, and currently our call center staff uses a dedicated BBIS donation form. We are looking to change this process and have our staff directly process the gift in CRM. On the BBIS form, the staff member enters the…
We are excited to announce two new sets of Blackbaud CRM APIs, now available on the SKY API developer portal. Together they let you query your data on demand and work with core Blackbaud CRM functionality programmatically, so you can build integrations, automations and reporting solutions without working around gaps in the…
We have recently migrated to BBCRM and are in active development moving from the MVP state we went live with. There is a huge amount of work going on to configure new sections, utilise new functionality, roll out new and updated processes etc… We are currently looking at how we surface this information to the front end…
How is everyone applying matching gifts to matching gift pledges in a batch in Database View? Currently it is a clunky process.
Following the exciting announcement by Tiffany Crumpton on the bbcon 2026 mainstage today - We’re excited to introduce Dark Mode for Blackbaud CRM SKY UX, another step forward in our ongoing SKY UX modernization journey. As many of you spend significant time working in Blackbaud CRM each day, we want the experience to be…
I am looking for a way to pull designations and the GL accounts that are tied to that designation. I can get a list of designations and a list of GL codes, but trying to get both in one report/query is not working. Revenue that is tied to them is not needed.
Hello BBCRM Community, The University of Illinois Foundation is exploring third-party deceased finder tools to enhance our current CRM workflow. We currently use the built-in Deceased Finder in Blackbaud CRM and run it periodically. However, we're interested in API-connected solutions that can: Provide more comprehensive…
Hi there, I have just created and approved my first batch with a value of over £10,000 and consisting of 44 gifts using a batch template in NXT WebView that I created for it. I found that I was not able to pre-populate the following fields when creating the batch template like I can in Data Base view: Constituent ID…
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